The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. We have seen strong, strong demand pretty consistently for building out alternatives, portfolios, particularly when it comes to opportunities with great financial sponsors on the private equity side, looking at these long-term secular trends, right? RITHOLTZ: Right. BITTERLY MICHELL: Exactly.

Clients 299

Clients Wealth Management Banking Investing 299

Brown Advisory

SEPTEMBER 6, 2022

Diversity, equity and inclusion (DEI) investing: Evaluates investment managers according to criteria of diversity, equity and inclusion to ensure that historically underrepresented groups are well-represented among investment managers’ workforces, including leaders in key decision-making roles that directly affect portfolio performance.

Government 98

Government Investing Investments Portfolio 98

International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

International College of Financial Planning

MAY 9, 2024

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. This integration has revolutionized investment advisors’ operations, enhancing their ability to manage portfolios and interact with clients.

Investing 52

Investing Investments Investment Advisor Budgeting 52

The Big Picture

SEPTEMBER 19, 2023

Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. I thought this conversation was absolutely fascinating and I think you will also, with no further ado, Goldman Sachs asset managements Elizabeth Burton. That sounds great, but I only have spots in my portfolio for a Cape Cod.

Assets 147

Assets Management Investing Investments 147

Validea

JANUARY 4, 2023

We’ve been running quantitative model portfolios since 2003. In reviewing the returns for our portfolios in 2022, which were difficult for the markets and investors, things mostly played out as you may have expected as we look back with hindsight, although there are a few surprises and important lessons I think we can draw from the results.

Portfolio 52

Portfolio Risk Management Assets Management 52

Carson Wealth

SEPTEMBER 23, 2024

In other words, the large cut was about risk management, with the Fed looking to get ahead of deteriorating labor market data. Full disclosure: we’re overweight these areas of the equity market in our model portfolios. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 96

Marketing Marketing Economy Economics 96

Discipline Funds

NOVEMBER 8, 2023

This created an unusual distortion in the weighting of US tech stocks so our global market cap target resulted in adding more value to the portfolio. The portfolio has no corporate credit risk at the moment and is consistent with an environment in which credit tightens as a result of slowing economic growth and aggressive Fed tightening.

Asset Allocation 77

Asset Allocation Economy Financial Market Assets 77

WiserAdvisor

JANUARY 23, 2024

Here are five steps you can take to gauge your financial advisor’s performance: Step 1: Evaluate the performance of your investment portfolio Assessing the performance of your investment portfolio is a critical aspect of managing your financial well-being and ensuring that your money is working effectively toward your goals.

Financial Advisor 40

Financial Advisor Risk Tolerance Communication Taxes 40

Workable Wealth

SEPTEMBER 16, 2020

Remember, each strategy has its pros and cons so the best way to maximize them is working with a financial planner who’ll help your portfolio reflect the right risk with your financial goals. Diversification is a risk management strategy that seeks to ensure your portfolio isn’t over- or underexposed in a certain area.

Investing 52

Investing Investments Asset Allocation Risk Tolerance 52

International College of Financial Planning

MAY 29, 2023

Individual Investor Individual investor courses can help you understand the basics of investing, such as stock market analysis, portfolio management, and risk management. Make sure you dress appropriately for interviews and practice your communication skills. Here are some options: 1.Certified

Certified Financial Planner 40

Certified Financial Planner Financial Planner Wealth Management Certification 40

The Big Picture

AUGUST 29, 2023

So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. And she was like, “You should come down and talk to some people at Vanguard.”

Portfolio 130

Portfolio Investing Investments Numbers 130

International College of Financial Planning

JULY 10, 2023

Understanding the Role of a Certified Financial Advisor An investment or certified financial advisor is a financial professional who provides guidance and recommendations to clients regarding their investment portfolios. Excellent communication and interpersonal skills.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

International College of Financial Planning

MAY 29, 2023

The scope of wealth management goes beyond traditional financial planning and investment advisory services, encompassing a more holistic approach to personal finance. Wealth managers collaborate with their clients to develop customized strategies for asset allocation, tax planning, estate planning, and risk management.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 40

Workable Wealth

OCTOBER 14, 2020

Improper risk management and insurance coverage. This means having at least 3-6 months of living expenses earmarked in a highly-liquid account, maintaining proper insurance coverage, and building the right cash-flow management. This strategy tracks these indexes and builds a portfolio that mirrors its activity.

Financial Planning 52

Financial Planning Planning Insurance Coverage Tax Planning 52

WiserAdvisor

AUGUST 8, 2022

Getting the right financial advisor: Financial planning for high-net-worth individuals can include tax planning, managing philanthropic activities like charity, asset protection, estate and succession planning, and risk management, among several other things. But the sign that someone is in high demand can be reassuring, too.

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52

Fortune Financial

SEPTEMBER 25, 2023

Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis. They have passed a series of exams and have a deep understanding of financial markets, investment strategies and portfolio management. Investment Management Investment management is a critical aspect of wealth management.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Brown Advisory

JUNE 16, 2021

small-caps particularly attractive, especially from a risk management perspective. We believe that low-turnover, relatively concentrated portfolios that reflect our best thinking create the best opportunities for outperformance over a full market cycle. Furthermore, U.S. small-caps are a much deeper and liquid market.

Valuation 52

Valuation Investing Investments Government 52

Brown Advisory

JUNE 16, 2021

small-caps particularly attractive, especially from a risk management perspective. We believe that low-turnover, relatively concentrated portfolios that reflect our best thinking create the best opportunities for outperformance over a full market cycle. Furthermore, U.S. small-caps are a much deeper and liquid market.

Valuation 52

Valuation Investing Investments Government 52

Brown Advisory

FEBRUARY 13, 2017

Nontraditional income influences the way we as advisors think about risk and liquidity for the client when investing their portfolio. Risk Management for the Young Entrepreneur: Our client “Sharon” has both a young family and an entrepreneurial spirit. Identify the values you prioritize.

Clients 52

Clients Planning Portfolio Investments 52

Brown Advisory

FEBRUARY 13, 2017

Nontraditional income influences the way we as advisors think about risk and liquidity for the client when investing their portfolio. Risk Management for the Young Entrepreneur: Our client “Sharon” has both a young family and an entrepreneurial spirit. Identify the values you prioritize.

Clients 52

Clients Planning Portfolio Investments 52

Fortune Financial

SEPTEMBER 25, 2023

Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis. They have passed a series of exams and have a deep understanding of financial markets, investment strategies and portfolio management. Investment Management Investment management is a critical aspect of wealth management.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

ClearMoney

DECEMBER 14, 2021

In Dimensional’s case, systematic fixed income is hardly new; we have been managing fixed income portfolios since 1983. In both cases, our goal is to combine the best of indexing, such as broad diversification, low turnover, and transparency, with flexible active implementation to emphasize higher expected returns and manage risk.

Investing 52

Investing Investments Commission Distribution 52

The Big Picture

OCTOBER 17, 2023

And the third, the one that nobody talks about is risk management. Risk management. And so that’s not just, we talk about risk management in terms of buying at a big discount to intrinsic value and then that gives you that capital sort of buffer. That’s a long time. It’s a long time.

Investing 130

Investing Investments Clients Numbers 130

WiserAdvisor

OCTOBER 5, 2023

However, a vast majority of people still place their trust in human financial advisors with whom they can communicate face-to-face and receive pertinent financial advice. Let’s explore the use of AI for managing your finances, its benefits, limitations, and more. How has AI transformed money management so far?

Management 45

Management Financial Advice Financial Advisor Risk Tolerance 45

The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. The other thing it allows you to do is to benchmark your ability to select managers that outperform both in each areas and across the sleeve. That allows you to do two things.

Management 130

Management Investing Investments Government 130

Brown Advisory

NOVEMBER 28, 2022

These exercises invite a long-term perspective, open communication and the active engagement of all family members. Tax losses can also expedite the rebounding of client portfolios by reducing the tax drag on future growth. When responding tactically to a challenging market, we try to keep our focus on the things we can control.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

These exercises invite a long-term perspective, open communication and the active engagement of all family members. . Some of the steps that we are discussing with a wide range of clients this year include: Review your portfolio Validate its consistency with your long-term plan.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 1, 2019

Additionally, such gifts may be an effective risk management strategy for those who may otherwise choose to be uninsured. Additionally, pre-funding several years’ worth of charitable gifts now, using appreciated securities, can provide a hedge against the risk of future market reverses. Bundling of Charitable Gifts.

Planning 52

Planning Taxes Clients Assets 52

Brown Advisory

DECEMBER 5, 2023

The origin story of the term “ESG” therefore directly ties environmental, social, and governance know-how to: management quality, competitive position, risk management, shareholder value, new markets (growth), and brand reputation. One could call these ESG issues, or fundamental opportunities, or existential risks.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 52

The Big Picture

OCTOBER 19, 2022

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. They’ll construct the portfolio. They have a risk management technology. RAMPULLA: Yeah.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

The Big Picture

APRIL 18, 2023

Both in terms of the aggregate revenue of our company, size of our portfolio, we’re probably now something like 150 total investments, many hundreds of billions of revenue, hundreds of thousands of employees if you add up all of the companies in which we’re invested. RITHOLTZ: — across all these different inputs.

Assets 162

Assets Investing Investments Valuation 162

The Big Picture

APRIL 4, 2023

So obviously, risk managers, you know, and CROs were very focused on how do we manage that risk and diversify that credit risk that they were taking on in mid-market companies. But, at Churchill, historical business, we manage that capital on behalf of over 1,500 investors globally. RITHOLTZ: Right.

Banking 147

Banking Management Investing Investments 147

The Big Picture

MARCH 12, 2024

So that’s an active part of portfolio trimming and opt and optimization. The good news is no one event has a big impact on the portfolio. And so the other thing is, is that, and I think it’s our core risk management culture, is that we think that till risk is way more probable than everyone else does.

Banking 147

Banking Marketing Marketing Investing 147

Nerd's Eye View

MARCH 20, 2025

In our 160th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards explore how empathy-centered conversations can help clients emotionally reset before engaging in rational decision-making. Walking the client through how their individual portfolio would perform in a recession can also be reassuring.

Clients 233

Clients Portfolio Risk Management Communication 233

The Big Picture

JANUARY 14, 2025

You were a portfolio manager, researcher head of trading, and apparently tech geek putting machines together. You know, it’s gonna go through its good periods and its bad periods and was hard to hang on to what I would call the the or be exposed to what the line item risk is. 00:19:50 [Speaker Changed] Really?

Management 147

Management Investing Investments Assets 147

The Big Picture

AUGUST 23, 2022

I take him through the presentation and he’s not a very sort of friendly or communicative guy and he just stares blankly to me as I’m going through this presentation and the halfway through the presentation, he just gets up and leaves. BROWDER: I just gone the risk management committee. I go over to Salomon.

Government 321

Government Banking Numbers Investing 321